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Portfolio (Quarterly) Guide ↗

ATWOOD & PALMER INC

· CIK 0001044929
13F Portfolio $1.9B AUM 495 positions Filed Jul 8, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 495 New
Page 8 of 25  ·  495 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ETN EATON CORP PLC Industrials 769.0 $328K 0.02% NEW $426.12 -4.0%
142 AVLV AMERICAN CENTY ETF TR 3,530.0 $322K 0.02% NEW $91.20 +3.6%
143 EEM ISHARES TR 4,499.0 $308K 0.02% NEW $68.41 -1.7%
144 SRE SEMPRA Utilities 3,300.0 $306K 0.02% NEW $92.71 -9.4%
145 GEV GE VERNOVA INC Utilities 260.0 $306K 0.02% NEW $1175.72 -21.2%
146 IWD ISHARES TR 1,234.0 $299K 0.02% NEW $242.43 +6.5%
147 AXON AXON ENTERPRISE INC Industrials 520.0 $292K 0.02% NEW $560.61 +9.4%
148 LH LABCORP HOLDINGS INC Healthcare 1,000.0 $280K 0.01% NEW $280.00 +20.6%
149 FBIN FORTUNE BRANDS INNOVATIONS I Industrials 5,078.0 $279K 0.01% NEW $54.90 -16.8%
150 AVIG AMERICAN CENTY ETF TR 6,635.0 $275K 0.01% NEW $41.41 -1.1%
151 OTIS OTIS WORLDWIDE CORP Industrials 3,825.0 $274K 0.01% NEW $71.60 -0.2%
152 DGRO ISHARES TR 3,598.0 $273K 0.01% NEW $75.78 +5.4%
153 CAH CARDINAL HEALTH INC Healthcare 1,104.0 $262K 0.01% NEW $237.56 +0.2%
154 WFC WELLS FARGO & CO Financial Services 2,925.0 $242K 0.01% NEW $82.64 +2.6%
155 PFE PFIZER INC Healthcare 9,929.0 $239K 0.01% NEW $24.08 +18.6%
156 SPTM SPDR SERIES TRUST 2,298.0 $209K 0.01% NEW $90.79 +2.4%
157 IJR ISHARES TR 1,406.0 $209K 0.01% NEW $148.36 -1.1%
158 VUG VANGUARD INDEX FDS 2,394.0 $206K 0.01% NEW $86.14 +1.5%
159 CDNS CADENCE DESIGN SYSTEM INC Technology 505.0 $190K 0.01% NEW $375.32 -11.6%
160 UNP UNION PAC CORP Industrials 685.0 $186K 0.01% NEW $272.00 +13.8%
Page 8 of 25  ·  495 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 28.8%
Healthcare 21.2%
Industrials 17.2%
Financial Services 16.7%
Consumer Cyclical 10.1%
Consumer Defensive 4.2%
Communication Services 0.9%
Utilities 0.3%
Real Estate 0.3%
Energy 0.2%